Cytonn Investment Financial Advisor

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Summary

Cytonn Investments is an independent investment management firm, with offices in Nairobi – Kenya and D.C. Metro – U.S. We are primarily focused on offering alternative investment solutions to global institutional investors, individual high net-worth investors, local institutional investors and diaspora investors interested in the East-African region. We currently have over Kshs. 50 billion of investments and projects under mandate, mainly in real estate.

In order to access and manage our growing clientele; we are looking for highly motivated, self-driven, team players to work with the team on financial advisors in distribution. The successful candidates shall benefit from strong training by the distribution team and it would be a path towards a lucrative career in financial advisory and distribution.

Skills Required

  • Presentable and with good command of the English language
  • Strong communication skills and ability to identify prospective clients
  • Excellent client service skills

Responsibilities

  • Understand Cytonn’s private placement distribution methodology
  • Understand Cytonn’s unique investment solutions in Real Estate, Private Equity and Structured Products;
  • Identify and cultivate appropriate prospective clients, and follow up on new business opportunities;
  • Interview prospective clients to determine their financial objectives, taking into account current income, expenses, insurance coverage, tax status, risk tolerance, and other information needed to develop a financial plan;
  • Work with clients to develop a financial plan as the basis of providing sound financial advice;
  • Deliver personalized and timely client service and administration that is responsive to client needs;
  • Collaborate with the product development team to ensure our products stay relevant to evolving client needs and emerging market trends;
  • Handle customer complaints and resolve problems;
  • General management, administration and reporting responsibilities relating to client coverage.

Qualifications

  • KCSE grade B- and above
  • A degree in any business related course
  • Previous sales experience of real estate and financial products
  • Individuals with youthful energy and a team spirit
  • Good understanding of Cytonn products and willingness to learn
  • Ability to confidently explain and sell financial products and real-estate
  • Ability to guide clients to the activation desk, hold a conversation and create interest in the product

Closing Date

September 23, 2016
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